Integrations
Your revenue is already in a system. Put it to work.
Your software knows what you earned. It has never seen the ad that earned it. Pick your system to see what to export.
- No API key
- Nothing to install
- Last year works too
Field service 22 systems
CRM & sales 29 systems
Health & practice 23 systems
Care & senior living 5 systems
Property 12 systems
Specialist trades 9 systems
Ad platforms 10 systems
Calls & capture 12 systems
Product names and logos belong to their owners and are shown to identify the software a file comes from. CloseRev is not affiliated with or endorsed by any of them, and connects to none of them: it reads a file you export.
Same method, every system
Two exports in. One answer out.
There is no connector to wait for. If your software can produce a spreadsheet of what you sold, you are already integrated.
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Export closed sales
A report from the system you already run: one row per sale, with a phone number or email, an amount and a date. Every page here says which columns to look for.
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Add where they came from
One file of leads or calls: your Google Ads, Meta or Local Services export, or a call tracking export — combined into one file if you use several, each row tagged with its source.
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See revenue by channel
We match the two on phone and email. Every sale lands on the campaign that produced the customer, or in an honest Direct / Unknown bucket.
Why a file and not a connection
An API sees from today. An export sees everything.
Nothing for IT to approve
No app to install in your system, no permissions to grant, no API tier to upgrade to. You export a file the way you already do for your accountant.
History on day one
A connector starts counting from the day you switch it on. An export covers every month your system remembers, so last year is as analysable as last month.
Every edition, every setup
Report names change by edition and by how your account was configured. A file with the right three columns works regardless, which is why each page describes the columns and not a menu path.
Not listed?
If it exports three columns, it works.
These 122 pages exist because people search for their software by name. The method does not depend on any of them. For what the report looks like in your trade, the industry pages go deeper.
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A customer contact detail
Phone or email. This is the key the match runs on.
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An amount
What was actually billed, not what was quoted.
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A date
When it closed or was invoiced. Be consistent.
Start today
Two exports, and you will know.
Nothing to install, no API key, and no need to have been tracking anything until now. 14 days free, no card.